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Avatar Appointment Scheduling 2023 Update 5

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Product Requirements / Recommendations

Avatar Appointment Scheduling required
Avatar PM required
RADplus required
Avatar Cal-PM

Recommended Update Level

RADplus 2023 Update 28

Additional Requirements

Avatar RADplus 2023 Update 28
Avatar NX Release 2023.03.00

Product Update Form Description

Avatar Appointment Scheduling is enhanced to support Clinic Hours and Waiting Room functionalities. Please note: Avatar RADplus 2023 Update 28 and an Avatar NX Release are required for full functionality.

Included Updates

None

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
Site Registration - Clinic Hours
The 'Site Registration' form is enhanced to support future Clinic Hours and Waiting Room functionalities.
Value Added: Support for future functionality
Topics
• Clinic Scheduling • NX • Site Registration • Waiting Room
 
Scheduling Calendar - Find New Appointment
The 'Scheduling Calendar - Find New Appointment' form is enhanced to support future Clinic Hours and Waiting Room functionalities.
Value Added: Support for future functionality
Topics
• Add New Appointment • Clinic Scheduling • NX • Scheduling Calendar
 
Acceptance Tests
AV-78458 Summary | Details
Site Registration - Clinic Hours
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Site Registration
Scenario 1: Site Registration - Time Slot Worklist - Clinic Hours
Specific Setup:
  • The 'Enable Clinic Scheduling' registry setting is enabled.
  • A "Provider" only service code must be defined with "Yes" selected for 'Clinic Hours' (Service Code A).
  • A service code that is not configured for 'Clinic Hours' is defined (Service Code B).
  • A site is defined in 'Site Registration' (Site A).
Steps
  1. Access the 'Site Registration' form for "Site A".
  2. Select the "Time Slots" section.
  3. Enter the desired date in the 'Default Effective Date' field.
  4. Enter the desired value in the 'Slot Time Duration' field.
  5. Populate any other desired default values.
  6. Select "Service Code A" and "Service Code B" in the 'Default Service Code(s)' field.
  7. Click [Launch Timeslot Worklist].
  8. Validate an error message is displayed stating: The services defined as clinic hours cannot be selected with non-clinic hours together.
  9. Click [OK].
  10. De-select "Service Code B" in the 'Default Service Code(s)' field.
  11. Click [Launch Timeslot Worklist].
  12. Validate the 'Timeslot Worklist' is displayed.
  13. Validate a new row is displayed with the values defaulted in.
  14. Populate all desired fields.
  15. Select "Service Code A" and "Service Code B" in the 'Valid Service(s)' field.
  16. Validate an error message is displayed stating: The services defined as clinic hours cannot be selected with non-clinic hours together.
  17. Click [OK].
  18. Validate the 'Valid Service(s)' field only contains "Service Code A".
  19. Validate the 'Restricted' field is set to "Yes" and is disabled. This will be the default value for clinic hours.
  20. Validate the 'Allow Overbooking' field is set to "Yes" and is disabled. This will be the default value for clinic hours.
  21. Click [Save] and [Submit].
  22. Access the 'Site Registration' form for "Site A".
  23. Select the "Time Slots" section.
  24. Click [Launch Timeslot Worklist].
  25. Validate the 'Timeslot Worklist' is displayed and contains the previously filed values.
  26. Click [Close/Cancel] and close the form.
  27. Access Crystal Reports or other SQL Reporting Tool.
  28. Create a report using the 'SYSTEM.appt_site_time_slots' SQL table.
  29. Validate a row is displayed for the time slot defined in the previous steps.
  30. Validate the 'clinic_hours' field contains "1" indicating this is a time slot for clinic hours.
  31. Validate all other filed data is displayed.
  32. Close the report.
Topics
• Clinic Scheduling • NX • Site Registration
AV-78461 Summary | Details
Scheduling Calendar - Find New Appointment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar - Find New Appointment
  • Staff Members Hours And Exceptions
Scenario 1: Scheduling Calendar - Find New Appointment - Clinic Hours
Specific Setup:
  • The 'Enable Clinic Scheduling' registry setting is enabled.
  • A "Provider" only service code must be defined with "Yes" selected for 'Clinic Hours' (Service Code A).
  • A site is defined with time slots for clinic hours in 'Site Registration' (Site A).
  • A practitioner is defined with hours in the 'Staff Members Hours and Exceptions' form (Practitioner A).
  • This practitioner also has appointments scheduled for clinic hours in the 'Scheduling Calendar' using "Service Code A".
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Click [Find New Appointment].
  3. Validate the 'Include Staff Scheduled For Clinic Hours' field is displayed with the following values:
  4. Do not include
  5. Include with all available time
  6. Only include clinic hours
  7. Validate "Do not include" is the default value in the 'Include Staff Scheduled For Clinic Hours' field.
  8. Select "Site A" in the 'Search Site(s)' field.
  9. Enter the current date in the 'Search Start Date' field.
  10. Enter the current date in the 'Search End Date' field.
  11. Enter the desired time in the 'Search Start Time' field.
  12. Enter the desired time in the 'Search End Time' field.
  13. Select "Practitioner A" in the 'Practitioner' field.
  14. Click [Find Availability].
  15. Validate the 'Scheduling Calendar - Find New Appointment' window is displayed.
  16. Validate only regular staff hours are displayed.
  17. Click [Cancel].
  18. Select "Include with all available time" in the 'Include Staff Scheduled For Clinic Hours' field.
  19. Click [Find Availability].
  20. Validate the 'Scheduling Calendar - Find New Appointment' window is displayed.
  21. Validate both regular staff hours and clinic hours are displayed.
  22. Click [Cancel].
  23. Select "Only include clinic hours" in the 'Include Staff Scheduled For Clinic Hours' field.
  24. Click [Find Appointment].
  25. Validate only clinic hours are displayed.
  26. Click [Cancel] and close the form.
Topics
• Add New Appointment • Clinic Scheduling • Scheduling Calendar
Table Changes
Table Column Change
SYSTEM.appt_site_time_slots end_timeJ added
SYSTEM.appt_site_time_slots start_timeJ added
SYSTEM.appt_site_time_slots clinic_hours added
SYSTEM.AppointmentWaitingRoom FACILITY added
SYSTEM.AppointmentWaitingRoom SITEID added
SYSTEM.AppointmentWaitingRoom site_name added
SYSTEM.AppointmentWaitingRoom STAFFID added
SYSTEM.AppointmentWaitingRoom staff_name added
SYSTEM.AppointmentWaitingRoom waiting_room_date added
SYSTEM.AppointmentWaitingRoom waiting_room_time added
SYSTEM.AppointmentWaitingRoom waiting_room_order added
SYSTEM.AppointmentWaitingRoom type_code added
SYSTEM.AppointmentWaitingRoom type_value added
SYSTEM.AppointmentWaitingRoom priority_code added
SYSTEM.AppointmentWaitingRoom priority_value added
SYSTEM.AppointmentWaitingRoom phonein_code added
SYSTEM.AppointmentWaitingRoom phonein_value added
SYSTEM.AppointmentWaitingRoom telehealth_code added
SYSTEM.AppointmentWaitingRoom telehealth_value added
SYSTEM.AppointmentWaitingRoom PATID added
SYSTEM.AppointmentWaitingRoom patient_name added
SYSTEM.AppointmentWaitingRoom EPISODE_NUMBER added
SYSTEM.AppointmentWaitingRoom program_code added
SYSTEM.AppointmentWaitingRoom program_value added
SYSTEM.AppointmentWaitingRoom SERVICE_CODE added
SYSTEM.AppointmentWaitingRoom service_description added
SYSTEM.AppointmentWaitingRoom location_code added
SYSTEM.AppointmentWaitingRoom location_value added
SYSTEM.AppointmentWaitingRoom reason_for_visit_text added
SYSTEM.AppointmentWaitingRoom JOIN_TO_SLOT_ID added
SYSTEM.AppointmentWaitingRoom status_code added
SYSTEM.AppointmentWaitingRoom status_value added
SYSTEM.AppointmentWaitingRoom display_code added
SYSTEM.AppointmentWaitingRoom display_value added
SYSTEM.AppointmentWaitingRoom JOIN_TO_APPT_ID added
SYSTEM.AppointmentWaitingRoom req_pract_type_code added
SYSTEM.AppointmentWaitingRoom req_pract_type_value added
SYSTEM.AppointmentWaitingRoom req_pract_sex_code added
SYSTEM.AppointmentWaitingRoom req_pract_sex_value added
SYSTEM.AppointmentWaitingRoom staff_discipline added
SYSTEM.AppointmentWaitingRoom staff_sex added
SYSTEM.AppointmentWaitingRoom JOIN_TO_CURRENT added
SYSTEM.AppointmentWaitingRoom data_entry_action added
SYSTEM.AppointmentWaitingRoom data_entry_by added
SYSTEM.AppointmentWaitingRoom data_entry_by_option added
SYSTEM.AppointmentWaitingRoom data_entry_date added
SYSTEM.AppointmentWaitingRoom data_entry_source added
SYSTEM.AppointmentWaitingRoom data_entry_time added
SYSTEM.AppointmentWaitingRoom data_entry_user_id added
SYSTEM.AppointmentWaitingRoom data_entry_user_name added
SYSTEM.AppointmentWaitingRoom option_desc added
SYSTEM.AppointmentWaitingRoom option_id added
SYSTEM.AppointmentWaitingRoomAudit JOIN_TO_PREVIOUS added
SYSTEM.AppointmentWaitingRoomAudit FACILITY added
SYSTEM.AppointmentWaitingRoomAudit SITEID added
SYSTEM.AppointmentWaitingRoomAudit site_name added
SYSTEM.AppointmentWaitingRoomAudit STAFFID added
SYSTEM.AppointmentWaitingRoomAudit staff_name added
SYSTEM.AppointmentWaitingRoomAudit waiting_room_date added
SYSTEM.AppointmentWaitingRoomAudit waiting_room_time added
SYSTEM.AppointmentWaitingRoomAudit waiting_room_order added
SYSTEM.AppointmentWaitingRoomAudit type_code added
SYSTEM.AppointmentWaitingRoomAudit type_value added
SYSTEM.AppointmentWaitingRoomAudit priority_code added
SYSTEM.AppointmentWaitingRoomAudit priority_value added
SYSTEM.AppointmentWaitingRoomAudit phonein_code added
SYSTEM.AppointmentWaitingRoomAudit phonein_value added
SYSTEM.AppointmentWaitingRoomAudit telehealth_code added
SYSTEM.AppointmentWaitingRoomAudit telehealth_value added
SYSTEM.AppointmentWaitingRoomAudit PATID added
SYSTEM.AppointmentWaitingRoomAudit patient_name added
SYSTEM.AppointmentWaitingRoomAudit EPISODE_NUMBER added
SYSTEM.AppointmentWaitingRoomAudit program_code added
SYSTEM.AppointmentWaitingRoomAudit program_value added
SYSTEM.AppointmentWaitingRoomAudit SERVICE_CODE added
SYSTEM.AppointmentWaitingRoomAudit service_description added
SYSTEM.AppointmentWaitingRoomAudit location_code added
SYSTEM.AppointmentWaitingRoomAudit location_value added
SYSTEM.AppointmentWaitingRoomAudit reason_for_visit_text added
SYSTEM.AppointmentWaitingRoomAudit JOIN_TO_SLOT_ID added
SYSTEM.AppointmentWaitingRoomAudit status_code added
SYSTEM.AppointmentWaitingRoomAudit status_value added
SYSTEM.AppointmentWaitingRoomAudit display_code added
SYSTEM.AppointmentWaitingRoomAudit display_value added
SYSTEM.AppointmentWaitingRoomAudit JOIN_TO_APPT_ID added
SYSTEM.AppointmentWaitingRoomAudit req_pract_type_code added
SYSTEM.AppointmentWaitingRoomAudit req_pract_type_value added
SYSTEM.AppointmentWaitingRoomAudit req_pract_sex_code added
SYSTEM.AppointmentWaitingRoomAudit req_pract_sex_value added
SYSTEM.AppointmentWaitingRoomAudit staff_discipline added
SYSTEM.AppointmentWaitingRoomAudit staff_sex added
SYSTEM.appt_site_waiting_room FACILITY added
SYSTEM.appt_site_waiting_room SITEID added
SYSTEM.appt_site_waiting_room limit_wroom_code added
SYSTEM.appt_site_waiting_room limit_wroom_value added
SYSTEM.appt_site_waiting_room site_name added
SYSTEM.appt_site_waiting_room user_roles added
SYSTEM.appt_site_waiting_room users added
SYSTEM.appt_site_waiting_room JOIN_TO_CURRENT added
SYSTEM.appt_site_waiting_room data_entry_action added
SYSTEM.appt_site_waiting_room data_entry_by added
SYSTEM.appt_site_waiting_room data_entry_by_option added
SYSTEM.appt_site_waiting_room data_entry_date added
SYSTEM.appt_site_waiting_room data_entry_source added
SYSTEM.appt_site_waiting_room data_entry_time added
SYSTEM.appt_site_waiting_room data_entry_user_id added
SYSTEM.appt_site_waiting_room data_entry_user_name added
SYSTEM.appt_site_waiting_room option_desc added
SYSTEM.appt_site_waiting_room option_id added
SYSTEM.appt_site_waiting_room_audit FACILITY added
SYSTEM.appt_site_waiting_room_audit SITEID added
SYSTEM.appt_site_waiting_room_audit limit_wroom_code added
SYSTEM.appt_site_waiting_room_audit limit_wroom_value added
SYSTEM.appt_site_waiting_room_audit site_name added
SYSTEM.appt_site_waiting_room_audit user_roles added
SYSTEM.appt_site_waiting_room_audit users added